Folio · client portal

A portal for your clients. Without the per-seat tax.

Folio is a branded sign-in where your clients, partners and vendors see exactly what you’ve shared with them, in a clean shell with your name on top. No admin surface, no org tree, no Foldr account required, and no per-seat licence on every external user.

Acme & Partners
Welcome, Acme Ltd
Recent files
Q2 Statement of Work Updated 2 days ago
Project X · Schematics v4 Updated 6 days ago
Onboarding pack 12 files
Awaiting upload
Supplier diligence pack Due Friday · private upload to your folder
Sign-in required · Powered by Foldr Folio
What Folio gives you

A real portal, not a dressed-up share link.

Folio inherits Foldr’s permission, audit and field model: the same controls your team uses internally apply to every external user. The difference is what they see.

External users, not licensed seats

Add as many partners and clients as you need. They sign in, they see what you shared, they never count against your user total.

Curated landing per client

They see what you give them and nothing else. No org tree, no admin chrome. Their company name on top, your branding on the side.

Read, upload, fill in, sign

Folio inherits the full sharing surface: read-only, upload, custom-field collection, deadlines, all per-recipient.

Live files, not attachments

Update the source, the client sees the latest. No version-N+1 emails, no “please disregard the previous attachment”.

Single sign-in, no Foldr account

External users sign in with email, no full Foldr account, no IT setup. Or wire them through your IdP if you prefer.

Audit trail per client

Every open, download, upload, and field submission per external user. Exportable. Defensible.

Where Folio fits

Some shapes Folio fits.

For consultancies and agencies

Each client sees their own folder, with their statements, deliverables, and any docs they’ve uploaded for review. New deliverable lands the moment you publish it. No quarterly “here’s a zip” emails.

For schools sharing with parents and governors

Governor packs in a Folio they sign into, no print-offs, no emailed PDFs. Parents pick up reports and consent forms with the same login. The school controls what each role sees.

For MSPs onboarding their clients

Bundle a Foldr Flow with shares + fields + automations, drop in a Folio surface for the customer’s end users, ship it. Each client gets the same product, scoped to their data.

For finance, legal and compliance

Send contracts, NDAs, due-diligence packs. Recipient signs in, downloads, fills in a declaration field. The field is write-protected once submitted, so auditors see who said yes when.

Honest comparison

Where Folio sits next to other portals.

Egnyte, Box, ShareFile and Citrix all offer external collaboration; usually with per-external-user pricing, a copy of your data inside their cloud, and their UI. Folio runs against the storage you already have, charges the company not the seat, and lets you brand the surface. What you give up: their long-tail integrations and very polished mobile portals. What you keep: your data on your storage and a flat seat count.

Folio is included on Foldr Enterprise; available as an add-on on Business.

Roadmap candour

What’s coming.

Self-serve external sign-up (your client invites their own colleagues), per-portal branding configurable in the admin UI, richer audit dashboards for governance teams. We don’t ship vapour, so see all features for what is in today.

Bring it together. On your terms.

Start a 30-day trial, no credit card. Or talk to us about self-hosting the appliance.